Receptionist - Sun , AZ

Overview

Position:
Receptionist
Firm:
Oxford Retirement and Estate Planning

Location:

Sun City, AZ

At Oxford Retirement and Estate Planning, located in Sun City, AZ, we specialize in providing comprehensive retirement and estate planning services to our clients. With a commitment to integrity and personalized care, we guide individuals and families through the complexities of financial planning, ensuring peace of mind and security for their golden years and beyond. Our team is dedicated to delivering exceptional service and expertise, helping our clients achieve their retirement goals with confidence and clarity.

We are seeking an enthusiastic and outgoing Receptionist to be the smiling face and welcoming voice of our firm. If you enjoy connecting with people, building relationships, and want to be part of a firm where you can truly make a difference, we’d love to meet you!

• Answer phones and greet clients in a friendly, positive, and warm manner
• Keep the office environment neat, tidy, and organized to ensure a welcoming atmosphere
• Maintain the telecommunication system, including welcome screens, voicemails, telephone messages, and Rep Chat texts
• Be the first point of contact for prospects and clients
• Manage the advisor's calendar, including appointment rescheduling and updating the office calendar with advisor schedules, meetings, and events
• Ensure beverages and snacks are available for clients and maintain a running list of pantry items needed
• Build and improve upon client relationships
• Maintain the firm's CRM system (Salesforce) through accurate data entry and database management
• Sort and distribute incoming mail
• Retrieve client files as needed by the team
• Keep all brochures, packets, and handouts stocked and up to date
• Contact clients to confirm appointments via email, text, or phone calls, and provide reminders of time and location two to three days in advance
• Work alongside the Marketing Department on calls to clients and prospects as needed
• Be available for approximately four client events throughout the year (4-5 hours approximately per event)

• High school diploma or equivalent qualification
• 1+ years' experience in a busy office environment
• Prior experience in a customer service or administrative role is preferred
• Demonstrates proficiency and confidence working in Microsoft Office (Outlook, Word, Excel)
• Embraces change and adapts quickly to evolving processes
• Collaborative team player willing to assist others
• Demonstrates exceptional organizational skills by efficiently managing multiple requests and prioritizing time sensitive tasks
• Excellent communication; written and verbal
• Exhibits meticulous attention to detail and a commitment to accuracy
• Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
• Self-starter who takes initiative and works well independently
• Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters

• $22.00/hr - $24.00/hr based on experience
• Medical, dental and vision insurance
• 401k plan with VOYA with up to 5% employer match
• Profit sharing
• Employer paid $50k life insurance policy
• PTO and 10 paid holidays
• Annual trip and fun firm sponsored activities

• In office:
  Monday - Thursday, 7:45am - 5:00pm, Friday's 7:45am - 1:30pm
• Flexibility to attend events and activities that may take place outside of standard office hours

PLEASE NOTE: All inquiries regarding this position should be directed to our recruiting team at in Kindly refrain from contacting the financial firm directly. Our team will respond to your questions promptly.

Presented by Advisor Talent Solutions

Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services at

Pay Range: $22 - $24 per hour

Receptionist Sun City AZ
• Sun City, AZ, United States